Import Env

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Yprashanthi
Posts: 12
Joined: Tue Dec 15, 2020 3:50 pm

Import Env

Post by Yprashanthi »

Hello,

I just started working for a new client, and would use only contribution module. If i have to upload bulk contacts with mailing addresses & env number, how do i do it.

This is how i am doing. Not sure if there is an easier way to do this.

1-Using the membership template - upload the contacts.
2-Then from each personal profile - allocate an envelope number?

Is there a faster approach than this, like import including the envelope numbers.

Kindly help

Thanks
YPS

NeilZ
Posts: 10427
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
Contact:

Re: Import Env

Post by NeilZ »

Yprashanthi wrote:
Fri Mar 07, 2025 12:56 pm
Hello,

I just started working for a new client, and would use only contribution module. If i have to upload bulk contacts with mailing addresses & env number, how do i do it.

This is how i am doing. Not sure if there is an easier way to do this.

1-Using the membership template - upload the contacts.
2-Then from each personal profile - allocate an envelope number?

Is there a faster approach than this, like import including the envelope numbers.

Kindly help

Thanks
YPS
Unfortunately no.

You can only import information into the Mailing List profile, from which you will then need to add a personal profile to create the envelope number.
Neil Zampella

Using PC+ since 1999.

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